training
This training is held in German.
Is it part of your job to continuously assess potential investments in other companies and the value of the investments? Are you interested in interdependencies and the controlling tools to be used? In this training , you will acquire fundamental know-how, enabling you to assess and support important investment decisions even more professionally.
Contents
Tasks and objectives of investment controlling
- Investment decision as part of management action.
- Return, risk and liquidity planning for investments.
- Approaches to investment controlling.
Acquisition of equity interest
- Participation as a financial investment.
- Concepts for the valuation of companies.
- Income capitalization approach and discounted cash flow method (DCF).
- Four-phase process: selection, initiation, contract, integration.
- Due diligence process.
- Tax aspects.
- Corporate law aspects.
- Pitfalls in the acquisition of participations.
Financial management and investments
- Determination of financial requirements and financing concepts.
- Special features of acquisition financing.
- Key figures for investor relations and creditor relations.
- Investment-related key financial figures.
- Financial covenants.
- External and internal rating.
- Corporate reporting.
- Value-oriented investment controlling.
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this qualification measure after you have registered.
Your benefit
- You will gain an insight into the analysis and evaluation of investment projects.
- You will learn how to efficiently lead investments from acquisition to successful integration through active controlling and thus avoid bad investments.
- You will learn what tasks corporate financial management has to fulfill before and after the acquisition of an investment.
Methods
Practical lecture with many case studies.
Recommended for
controllers and controllers controllers as well as managers from finance and accounting who would like to complete their planning and accounting knowledge in a competent and practical manner with special reference to the acquisition, controlling and management of investments.
Further recommendations for "Investment controlling and financial management"
Attendees comments
"The lecturer was very good! The exchange of experiences with the other participants was also very good."
Julian Eberle
Krannich Solar GmbH & Co. KG, Weil der Stadt
"I particularly liked the examples from well-known companies. I love Haufe training courses, you are simply well looked after and always have good lecturers."
Carolin Heinzelmann
MGH GussTec GmbH & Co. KG
"He is a good trainer with a very high level of expertise. I particularly liked the way he responded to the participants."
Tobias Dahlmans
lekker Energie GmbH
Seminar evaluation for "Investment controlling and financial management"
4.1 from 5
with 201 ratings
training content:
3.9
Content comprehensibility:
4.3
Practical relevance:
3.7
Trainer expertise:
4.7
Participant orientation:
4.3
Method variety:
3.9
On-site training together
Booking number
9294
9294
€ 1.490,-
plus VAT
2 days
in 2 locations
2 Events
German
Joint online training
Booking number
32305
32305
€ 1.490,-
plus VAT
2 days
Online
on 23.10.2025
German
Start dates and details
28.08.2025
Munich
Booking number:
9294
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Days & Times
2 days
Limited number of participants
Thursday, 28.08.2025
10:00 am - 6:00 pm
Friday, 29.08.2025
09:00 am - 5:00 pm
Fee includes
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
23.10.2025
Live-Online
Booking number:
32305
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Course
zoom
Days & Times
2 days
Limited number of participants
Thursday, 23.10.2025
10:00 am - 6:00 pm
Friday, 24.10.2025
09:00 am - 5:00 pm
02.02.2026
Frankfurt a. M./Oberursel
Booking number:
9294
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Days & Times
2 days
Limited number of participants
Monday, 02.02.2026
10:00 am - 6:00 pm
Tuesday, 03.02.2026
09:00 am - 5:00 pm
Fee includes
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Training is guaranteed to take place
Booking number:
9294
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
Fee includes
The participation fee includes
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Booking number:
32305
€ 1.490,- plus VAT.
€ 1,773.10 incl. VAT.
Details
2 days
Limited number of participants
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
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